Search Results

Use shifts to track register activity and cash accountability during part of a business day. Use day end to finalize the whole business date after its shifts are finished. In this book Choose individual or shared cash drawers. Open a shift with counted or manu...

A shift records activity for a cash drawer during a working period. A day end groups every shift and invoice for one business date and then locks that date when it is closed. Typical sequence Choose a cash drawer. Open a shift and enter the starting cash. Proc...

You can run more than one shift under the same day end. This is useful for morning and evening teams, employee handoffs, or separate cash drawers. Example A store may open a morning shift, close it at the staff handoff, and open an evening shift without closin...

The POS uses the active business date, not simply the clock changing at midnight, to organize the day. This prevents late-night sales from being separated from the store day they belong to. Choose a closing routine Manual day end: a manager reviews the day and...

A cash drawer is the accounting container used by a shift. It identifies which pool of cash and register activity employees are opening, using, and closing. A drawer is not permanently limited to one computer. You can configure: Individual drawers: each regist...

Open Settings, then select Shift. In Cash Drawer, expand the cash drawer list. Select New to add a drawer. Enter a clear drawer name, such as “Front Counter” or “Register 2.” Enter the Default Cash Open amount, if your store normally begins with a standard flo...

Create a drawer that represents the shared physical till. At each participating register, open the shift or drawer selection screen. Select the same cash drawer name. Confirm that employees understand they are contributing activity to one shared shift. All par...

Open the register or the Shift area. If no cash drawer is selected, choose Select Cash Drawer. Pick the drawer that matches the physical till your register will use. Continue to Open Shift. If several computers should share one shift, select the same drawer on...

Select the correct cash drawer. Choose Open Shift. Review the notice showing whether the shift will join the current day end or create a new day end. Choose Count Cash to enter quantities by denomination, or Enter Total to type one starting amount. Review the ...

Starting cash is the float available when the shift begins. Count by denomination Choose Count Cash. Enter the quantity of each bill and coin. Check the calculated total. Enter one total Choose Enter Total. Type the full starting amount. The open-shift screen ...

Use the Shift area to confirm the active drawer and review the current shift before closing it. Shift summaries can include sales, payment methods, refunds, expenses, purchases, open invoices, category totals, and cash activity, depending on your permissions a...

Finish or pause register activity for the selected cash drawer. Choose Close Shift. Count the physical cash using the denomination fields. Review Expected Cash, Counted, and the calculated Difference, when your permissions allow those totals. Enter a note if a...

Counted is the physical cash found in the drawer. Expected Cash is the system calculation. Their difference identifies an overage, shortage, or balanced drawer. Leaving Cash is the portion retained in the drawer for the next shift. The remaining amount becomes...

Day end finalizes the entire business date, including all shifts and invoices assigned to it. Close every open shift for the business date. Choose Close Day End. Review the business date, shift count, invoice count, sales, expected cash, and status. Resolve an...

Open Settings → Shift. Find Automation. Enable Auto Close Day End. Select the automatic close time. Times are available in 15-minute intervals. Save the settings. The selected time follows the POS location’s configured time zone. Choose a time after normal sto...